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Detailed Report
Patrick Michael O'Hare
CRD#: 7612701
IA
Investment Adviser
BEACON TRUSTCRD#: 226547 163 MADISON AVENUE
MORRISTOWN, NJ 07960
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IABEACON TRUST (CRD# 226547)2023 - Present (2 years)
License(s)

State Registrations

IA
New Jersey 3/10/2023
Current Registration(s)
IA
BEACON TRUST (CRD#:226547)
163 MADISON AVENUE, MORRISTOWN, NJ 07960
Registered with this firm since 3/10/2023
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.